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IVVIX vs NAESX
IVVIX vs NAESX Comparison
Open Charts IVVIX vs NAESX
Nomura Smid Cap Core I
Price$21.85
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets370.55M
Vanguard Small Cap Index I
Price$130.85
Change+$0.30 (+0.23%)
VolumeN/A
Net Assets162.31B
IVVIX vs NAESX Comparison Chart in %
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IVVIX vs. NAESX commentary
Jan 15, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IVVIX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. IVVIX (371M). NAESX pays higher dividends than IVVIX: NAESX (1.22) vs IVVIX (0.27). IVVIX was incepted earlier than NAESX: IVVIX (19 years) vs NAESX (65 years). IVVIX (1.07) is less costly to investors than NAESX (0.17). IVVIX is a more actively managed with annual turnover of: 16.00 vs. NAESX (13.00). IVVIX has a lower initial minimum investment than NAESX: IVVIX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.98 vs. IVVIX (9.75). NAESX return over 5 years is better than : 34.90 vs. IVVIX (-2.94).
| IVVIX | NAESX | IVVIX / NAESX | |
| Total Expense Ratio | 0.89 | 0.17 | 524% |
| Annual Report Gross Expense Ratio | 1.07 | 0.17 | 629% |
| Fund Existence | 19 years | 65 years | - |
| Gain YTD | 3.702 | 5.883 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 162B | 0% |
| Annual Yield % from dividends | 0.27 | 1.22 | 23% |
| Returns for 1 year | 9.75 | 12.98 | 75% |
| Returns for 3 years | 42.10 | 40.70 | 103% |
| Returns for 5 years | -2.94 | 34.90 | -8% |
| Returns for 10 years | 60.43 | 185.16 | 33% |
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